The secret to earning a highly profitable income as a successful PR consultant often comes from an unexpected place: effective systems for collaboration and project management. You either have a solution that allows you to easily track who-is-doing-what-when, or you may find yourself buried under deadlines, hunting for your notes.
The need to go beyond a simple to-do list becomes even greater as our teams expand to include subcontractors and other professionals that help us efficiently meet our clients’ needs. Whatever the reason for your interest in discovering useful collaboration and productivity tools, there’s an overwhelming array of products to choose from.
In this three-part series, we’ve done some of the legwork for you, providing the pros and cons of useful free tools, freemium/low cost options, and fuller featured paid solutions (so you can do a deeper-dive into the solutions that meet your needs).
First up, the free!
Though there are some compromises necessary when using them, if you’re looking to organize your own work, collaborate on a limited basis, and/or share timelines with your clients or subcontractors, you may want to consider creative uses of some of the many free online tools. Four of our favorites follow.
1. Google Docs
Google Docs is a relatively easy way for Google account holders to share several types of files. It’s free of charge, making it a good option for distributed and multi-person teams collaborating on deliverables, especially those that need a central information repository to help you manage the project to completion. Common uses of Google Docs include client reports, contact lists, editorial calendars, event schedules, master resource lists, articles/posts and press release drafts.
- Most users are already familiar with the format
- Automatic saving helps prevent accidental loss of data
- Automatic inventory list of Docs you have access to or created yourself
- Mirrors Microsoft Word, Excel, and PowerPoint programs with basic functionality
- Allows multiple users to edit single documents with version control
- Readily available on Android-powered devices, and easy to use the web version on most smart phones
- No powerful tools for tracking changes (as in Microsoft Word)
- Requires Internet access and performance may lag sometimes if you’re a browser tab power user
- Lacks some of the fine-tune styling and formatting functionality you may be accustomed to in standard word processing, spreadsheet, and presentation programs
2. Facebook Private Group
For collaborative groups, especially those with loose social connections (such as a committee of volunteers for a pro bono organization or a team of writers for a company blog), a private Facebook group can be a simple route to informal sharing. These groups can help you avoid the crazy-making reply-all hell that happens when you have too many email recipients, and photos and documents may be uploaded to the group for members to view and comment upon. Just mark the group as “secret” to make it visible to only those you invite.
- Most users are already familiar with the format
- Good for threaded, short message bursts among groups of people united around a topic, role, or event
- A Facebook account holder may create as many private groups as they wish
- Relaxed environment – a conversational voice is acceptable and perfection in communications is not expected
- Members sometimes get chatty, which you might need to control, and you may find you have more Facebook notices to scan through than you care for
- You’re unable to share photos and documents with smaller, select members of the group – items are shared with all
- Not designed for document collaboration; suited for simple “push” Docs/photos
Workflowy is a minimalistic-style task management tool well suited for people who wish to capture to-dos quickly and easily with few needs for categorization.
- Browser-based, one of Workflowy’s strengths is its simplicity. There’s virtually no learning curve, and the short tutorials walk a new user through setting up a list in under a minute.
- Most closely mirrors the standard handwritten to-do list, with stripped-down visual formatting
- Logins may be shared with collaborators like clients and subcontractors, keeping one Workflowy list as a central to-do activity hub
- Allows for personal, anecdotal notes to be added by task, which is helpful for tasks that evolve over time and for the supplemental details you may wish to recall later
- For someone accustomed to a date-driven task list, Workflowy may leave you wanting. By appending the hashtag “#today” to an item, a very long, detailed list may be distilled into your most immediate tasks. That may be useful if you’re in “urgent only” mode, but less helpful if you’re trying to keep an eye on rolling priorities
- May not be as robust a solution as some might need. Does not allow for file upload/task association and doesn’t offer more advanced team management features
- Available via mobile and online only; does not offer a native application
Asana (Heather’s favorite) is full featured for a free tool, allowing users to create projects under defined teams (possibly helpful if you have several subcontractors working on separate client projects). Within projects, users can set up tasks categorized by sub-headings, establish due dates, attach files, and assign tags for easy search and cross-grouping. A user can assign tasks to other users and elect to follow a tasks’ progress through completion. An activity feed reflects comments and questions for each task.
If you need help managing your personal life in addition to your work, Asana may be useful there, too. Create projects for client work, business development, and personal projects all in one place. Used to manage the whole of your life, Asana may help you stay better organized and able to see the breadth of all commitments as well as the daily depth.
- Tasks and categories can be “grabbed” by your cursor to move around, or use quick key short cuts
- Each task has an activity feed associated with it, and users may choose to subscribe to receive email updates each time an activity or a task is updated
- Assign specific dates to tasks and receive reminders via email and/or syncs with several calendar formats, so you can stay up-to-date while on the go
- Free of charge for up to 30 members
- Link to tasks or projects from within Asana
- Offers a native app as well as a browser version for the multi-deviced professional
Lacks the ability to view by team member – rather than seeing all the tasks assigned to a single person in one place, you’ll have to click through your different projects (problematic if you’re managing an extended team on numerous projects)(Corrected per Kami Huyse's comment below)
- The dashboard, while fairly clean and attractive, takes a bit of practice to master
- It lacks a centralized filing system. A user must search for files, tasks, or assignee names by using tags or natural search operators (so take care to be thorough and consistent when setting up your tasks)
- The steel blue and gray colors aren’t particularly exciting to look at. It’s also a little challenging to discern items on the page. This, however, may not concern people for whom color/design isn’t important
What are we missing? Are there any other free collaborative project management tools you love? Let us know in the comments!
Next week in Part Two, we’ll cover some of the top freemium and low cost options, including Do (formerly Manymoon), Get It Done, and Zoho Projects. In Part Three, we’ll look at solutions for larger teams, including Basecamp, Central Desktop and Deskaway, so stay tuned![box type=”note”]For more deep-dive content, join us on the Solo PR PRO Premium Member Site![/box]